See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,384 | $342,274-62.5% | $342,274-62.5% | $338,187-62.0% |
| Participation rate | 100.0% | 19.5%+80.5pp | 14.4%+85.6pp | 44.0%+56.0pp |
| Annual return | 7.86% | 7.83%0pp | 8.34%-0.5pp | 13.05%-5.2pp |
| Employer contribution / active EE | $3,667 | $35,005-89.5% | $30,799-88.1% | $37,639-90.3% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $49-100.0% |
| Admin fee / account holder | $4,750 | $47,069-89.9% | $47,069-89.9% | $30,864-84.6% |